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Operating Manual
Communication Assistant Client User
Model No.
KX-NCP Series
KX-TDE Series
Thank you for purchasing this Panasonic product.
Please read this manual carefully before using this product and save this manual for future use.
Communication Assistant: Version 3.0 or later
Document Version: 2010-10
Introduction
Introduction
Communication Assistant (CA) Client is a Computer Telephony Integration (CTI) application that integrates
with your Panasonic PBX, and allows you to perform various telephone operations from your PC.
About the Operating Manual
This Operating Manual is designed to serve as an overview of the features and setup of CA Client and
supported programs.
The manual is divided into the following sections:
1 First Setting
This section provides information about using starting CA for the first time.
2 Login
This section provides information about logging into CA.
3 Call Control
This section explains how to use the call control features of CA Client.
4 Call History Review/Recall
This section explains how to use the Call History feature of CA Client.
5 CA Operator Console Features
This section provides information about using CA Operator Console features.
6 CA Supervisor Features
This section provides information about using CA Supervisor features.
7 Other Features
This section provides information about other CA features.
8 Microsoft Outlook Integration
This section explains how to integrate CA Client functionality with Microsoft® Outlook®.
9 Additional Information
This section provides additional information and conditions about CA can also be found here.
10 System Requirements
This section details the computer system requirements for running CA Client.
Notice
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CA system has two modes, PBX mode and Server mode. There are some feature differences between
PBX mode and Server mode.
Please ask your administrator whether your system is working with PBX mode or Server mode.
When you uninstall the CA application, the License Registration Keys of IP Softphones will be deleted.
Please keep a record of the License Registration Keys of IP Softphones before you uninstall the CA
application.
If an older version of CA Client is installed over a newer version, the software may not function properly.
If you want to downgrade your version of CA Client, uninstall the current version, then install the older
version.
When using CA Client, be sure the system display font is set to normal size (96 dpi).
The use of this Software may be limited under the terms of the license agreement for your system.
Please confirm the terms of your license before using this Software.
Note
The contents and design of the software are subject to change without notice.
IMPORTANT
CA Client stores personal information. In order to prevent data theft and leakage, we recommend the
following:
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Introduction
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Set a password-protected screensaver to activate after your computer has been idle for a set amount
of time.
Use Windows Update to keep your system up-to-date with the latest software patches.
When users change extensions, desks, etc., make sure that the access rights for their previous and
new extensions are correct.
Set a login password that is at least 5 characters long, and contains a combination of letters and
numbers.
Periodically change all login passwords to prevent unauthorized access by third parties.
When the computer used for CA Client is transferred, disposed of, or taken out of service, ensure all
sensitive data is securely erased.
Trademarks:
• Microsoft, Outlook, Windows, and Windows Vista are either registered trademarks or trademarks of
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Microsoft Corporation in the United States and/or other countries.
Intel, Celeron, Pentium, and Core are trademarks of Intel Corporation in the U.S. and other countries.
All other trademarks identified herein are the property of their respective owners.
Microsoft product screen shots reprinted with permission from Microsoft Corporation.
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Table of Contents
Table of Contents
1 First Setting ..............................................................................................5
2 Login .........................................................................................................6
2.1
2.2
Login Information ..............................................................................................................6
Network Settings ...............................................................................................................7
3 Call Control ...............................................................................................8
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
3.10
3.11
3.12
3.13
3.14
Making a Call .....................................................................................................................9
Operations while calling .................................................................................................11
Answering a Call .............................................................................................................13
Transferring a Call ..........................................................................................................14
Putting a Call on Hold .....................................................................................................15
Making a Conference ......................................................................................................16
Conference Group Call ...................................................................................................17
Parking a Call ..................................................................................................................20
Transferring to Voice Mail/Recording to Voice Mail ....................................................21
Sending DTMF Tone or Flash ........................................................................................22
Writing a Memo/Hanging Up ..........................................................................................23
Making a Doorphone Call ...............................................................................................24
Using Speed Dial .............................................................................................................25
Dial from Clipboard .........................................................................................................26
4 Call History Review/Recall ....................................................................27
5 CA Operator Console Features .............................................................32
5.1
5.2
5.3
5.4
Arriving Calls Screen ......................................................................................................32
Call Parking .....................................................................................................................33
Call Transfer ....................................................................................................................35
Paging ..............................................................................................................................37
6 CA Supervisor Features ........................................................................38
6.1
6.2
6.3
6.4
Group Call Monitor ..........................................................................................................38
Take over .........................................................................................................................39
Busy Override ..................................................................................................................40
Listen-in ...........................................................................................................................41
7 Other Features ........................................................................................42
7.1
7.2
7.3
7.4
7.5
7.6
Function Key ...................................................................................................................42
ICD Group Agent Feature ...............................................................................................43
Organizing Contacts with "My List" ..............................................................................44
Contact List Group ..........................................................................................................46
Voice Mail Assistant (VMA) ............................................................................................47
Options .............................................................................................................................48
8 Microsoft Outlook Integration ...............................................................49
8.1
8.2
Making a Call from CA Outlook Toolbar .......................................................................49
Popup Outlook Contact Window for Incoming Call .....................................................50
9 Additional Information ...........................................................................51
10 System Requirements ...........................................................................53
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1 First Setting
These initial settings must be made before using CA Client. Once you log in for the first time, these settings
cannot be changed.
Select the user mode you wish to log in with.
A license is required for each user mode.
If you are not sure which mode to select,
confirm with your administrator.
Check the following features to use them in CA Client:
Use softphone: The IP Softphone will load automatically each
time CA Client is started. An IP Softphone activation key for your
extension is required to use this feature.
Use Network: You can view other PBX's contact lists and use
CA features over a network connection. CA Server and a
network activation key are required to use this feature.
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2.1 Login Information
2 Login
2.1 Login Information
Enter the IP address and the port number of your CA
Server or PBX after checking with your administrator.
Enter your extension number.
When logging in for the first time, press
the "Login" button without entering a
password.
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2.2 Network Settings
2.2 Network Settings
To enable the display of other networked PBX's contact lists, perform the following procedure:
1) Select "Go To"
"Option".
2) Select "Network Server".
3) Check which networked
PBX's contact lists to display
in CA Client.
4) Click "OK".
Note
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Up to 8 PBXs (including your own) may be selected.
During the initial setup of CA Client, "Use Network" must be checked, and CA Server and a network
activation key are required to use this feature.
If a network tab in CA Client is grayed out and not selectable, there may be a network communication
problem or a problem with the CA Server node connected to that tab’s PBX. If the tab does not return
to normal after 15 minutes have passed, contact your network administrator.
A grayed out tab indicates a
network connection problem.
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3 Call Control
The call control window indicates the status and available features for each incoming or outgoing call. When
the extension is idle, the window is not displayed. If a call is finished or disconnected, the window closes. When
the call status changes to ROT (failed) status, CA disconnects the call.
Call Control Window
< Sample 1 >
< Sample 2 >
This area indicates
the current call's status.
Listed icons indicate the
available operations according
to the current call's status.
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3.1 Making a Call
3.1 Making a Call
Method 1
Double click a contact.
Method 2
1) Select a contact.
2) Click a "Phone" button.
Note
If a number is not entered for the contact, the button will not be active, and will be grey.
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3.1 Making a Call
Method 3
1) Enter a phone number.
2) Press the enter key or
click the dial button.
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3.2 Operations while calling
3.2 Operations while calling
Operations while calling
Extension call
Leave message waiting
indication at the called
extension.
Make a call
Outside call
Finish a call
(go on hook).
Operations while calling (2)
Extension call
Make a call
A new e-mail window is displayed.
The contact's registered e-mail address
will be input automatically.
The memo text will be attached to the
mail.
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The memo will be saved in the Memo
column of the History window. Please
refer to "4 Call History Review/Recall"
for details on viewing the memo.
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3.2 Operations while calling
Operations while calling (3)
When the extension is busy:
Make a call
Set call back feature to
own phone.
Leave message waiting
indication at the called
extension.
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3.3 Answering a Call
3.3 Answering a Call
Answer the call
(go off hook).
Redirect to voice mail.
Redirect to a manually entered number (max. 32 digits).
The last 10 dialed numbers are displayed in the dropdown list.
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3.4 Transferring a Call
3.4 Transferring a Call
Enter a phone number or
double-click a contact.
Put the party on
consultation hold to
transfer the call.
The transfer destination
extension is called.
The call is
answered.
Split the call on consultation hold.
Go on hook and complete the transfer.
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3.5 Putting a Call on Hold
3.5 Putting a Call on Hold
The call is put on hold.
Notice
Exclusive hold is not supported.
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3.6 Making a Conference
3.6 Making a Conference
Enter a phone number or
double-click a contact.
Put the party on
consultation hold to
make a conference.
The second party is
called.
The call is
answered.
Start conference.
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3.7 Conference Group Call
3.7 Conference Group Call
Configuring a conference group
Select a group
to edit.
Specify a name and PIN number
for the group, and specify
whether others can join the
conference after it is established.
Save the current configuration.
Delete the current configuration.
Add a new member to the group.
Select the member’s
number.
Remove a
group member.
You can drag and drop
contacts into the conference
group list.
You can also right-click a contact and
select "Add Member to Conference"
to add a conference member.
Note
If you make changes to conference member settings from CA Client and begin a conference call, the new
settings will be used instead of the PBX's conference call settings, and the PBX's conference call settings
will be cleared.
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3.7 Conference Group Call
Starting a conference group call
Select a group, and
then click Start.
Joining a conference that is in progress
Click Join.
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3.7 Conference Group Call
During a conference (originator only)
Click to end the conference.
Click to remove
the participant.
Participant status
(click to change):
Normal
Hold (This member will hear hold music.)
Mute (This member will not be able to speak.)
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3.8 Parking a Call
3.8 Parking a Call
Park the call (Automatic):
This button allows you to put a call
on hold into any idle parking zone.
Park the call (Manual):
A call can be put on hold into
a specific parking zone.
Enter a parking number.
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3.9 Transferring to Voice Mail/Recording to Voice Mail
3.9 Transferring to Voice Mail/Recording to Voice
Mail
Transfer to VM
1) Select a voice mail
system and enter an
extension number.
2) Click "OK" to start recording a message.
Start 2-way recording.
Stop 2-way recording.
The icon changes.
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3.10 Sending DTMF Tone or Flash
3.10 Sending DTMF Tone or Flash
Send DTMF.
Send Flash (EFA).
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3.11 Writing a Memo/Hanging Up
3.11 Writing a Memo/Hanging Up
A new e-mail window is displayed.
The contact's registered e-mail
address will be input automatically.
The memo text will be attached to
the mail.
The memo will be saved in the
Memo column of History window.
Please refer to "4 Call History
Review/Recall" for details on
viewing the memo.
Hang Up (Go on hook).
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3.12 Making a Doorphone Call
3.12 Making a Doorphone Call
Press "Open Door" to allow the
other party to come in.
Press "Hang up" to finish the
conversation with doorphone 003.
Double click on the doorphone
you wish to talk to.
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You can talk to the person in
front of doorphone 003.
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3.13 Using Speed Dial
3.13 Using Speed Dial
Selecting "Speed Dial" allows you to:
Dial a Speed dial number
Modify the Speed Dial list (PBX mode only)
Add a new Speed Dial number (PBX mode only)
Delete the selected speed dial number (PBX mode
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3.14 Dial from Clipboard
3.14 Dial from Clipboard
By selecting "Copy & Call", you can dial a telephone
number stored in the computer's clip board memory.
Hello!
Please call me!
Phone : +81-3-111-4444
Select and copy a telephone
number in an e-mail, etc.
(CTRL+C)
M.Take
Selecting "Copy & Call" will then dial the number after modifying it according to dial
modification settings.
(Dial modification settings can be accessed by clicking
"Go To" "Option" "Dial Modification" (PBX Mode Only))
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4 Call History Review/Recall
Call History (1)
You can open the call history screen from the History
menu.
Clicking this icon also opens the call history screen.
Missed incoming calls are
displayed here.
Call History (2)
You can select the type of calls to review.
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Call History (3)
Search by name
1) Select "Name".
2) Enter a part of the name.
3) The matched items are displayed.
4) You can refine the search result by entering
additional characters in the search box.
Search by number
1) Select "Number".
2) Enter a part of the number.
3) The matched items are displayed.
4) You can refine the search result by entering
additional characters in the search box.
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Call History (4)
The "Call" button allows you to dial the selected
phone number.
Call History (5)
Click "Memo Open" to read any text memos you
left.
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Call History (6)
Click "Delete" to delete the selected call(s) in the
call history.
If you wish to continue, click "Yes".
Call History (7)
Click "Save to CSV" to save the call history to a
CSV file.
Enter a name for the CSV file,
and click "Save".
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Call History (8)
Click "Contact List" to add the contact information
of the selected call record to your contact list.
The name and phone number are
copied to a new contact entry.
Call History (9)
Click "Speed Dial" to add the contact information of the
selected call record to your System Speed Dial.
This feature is supported only in PBX mode.
Click "OK" to continue.
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5.1 Arriving Calls Screen
5 CA Operator Console Features
By logging in to CA client in Operator Console mode, you can manage multiple calls simultaneously using a
graphic interface.
Notable features include call parking and call transfer.
An additional license is required in order to log-in to this mode.
5.1 Arriving Calls Screen
By using the Operator Console feature, you can manage multiple calls simultaneously using the Arriving Calls
Screen.
Indicates that the current
status of this call is active.
The CA main window can be switched
between the extended display and
compact display by clicking this button.
Indicates that the current status of
this call is inactive. You can
enable the status of this call by
clicking on it.
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5.2 Call Parking
5.2 Call Parking
When calls are parked, they are placed on hold and pooled into a common parking zone, which can then be
retrieved by any extension user. There are two call parking methods, automatic parking and manual parking.
A sample scenario with the related operations is shown below:
1) You are a receptionist in the sales department and
currently logged into CA Client in Operator Console
mode.
2) You receive a call from Mary in the accounting
department, and answer it.
Click
An alert icon blinks to
indicate the arrival of a
call.
3) Mary says she wants to talk to John in your section.
So, you park the call by clicking "Park(Auto)".
This icon indicates that
a call is in progress.
4a) The parking number is automatically assigned.
The parking number
is displayed.
Click
Detailed information is
displayed in the park
window.
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5.2 Call Parking
4b) You can perform manual parking by clicking the
"Park(Manual)" button, or by dragging the call to an
available parking number.
4c) You can drag and drop Mary’s call into any
available parking number. Your line is now free to
make and answer calls.
Drag with the left
mouse button.
Available parking
zones: 00-99
Mary's call will
be parked at 04.
5) You can let John know that Mary’s call is parked
in parking number 04. John (or any extension user)
can take the parked call.
You have a call from
Lucy. Your line is already
free, so you can answer
the call.
6) When the parked call is answered it is removed
from the parking zone.
Telephone conversation
with Lucy
Mary's parked call has been
answered and parking number
04 has been cleared.
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5.3 Call Transfer
5.3 Call Transfer
During a telephone conversation, you can place the call on hold and then transfer it to any other extension
user.
a)
During a telephone
conversation with Ext.
1010, click the "Transfer"
button.
Ext. 1010 is placed on
hold. If you wish to return
to the call with Ext. 1010,
click "Retrieve the call".
b)
Specify the transfer destination by:
a): Entering the destination number, then
clicking the green off-hook button.
-orb) Selecting and double-clicking a
destination in the contact list.
In this example, 1011 is dialed.
You can also initiate a transfer
by dragging the active caller
window onto a contact in your
contact list.
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5.3 Call Transfer
You are waiting for Ext.
1011 to answer.
Ext. 1010 is still on hold.
Ext. 1011 answers.
You confirm Ext. 1011 is
available to talk with Ext.
1010.
Click "Transfer" to hang up
the call between yourself
(Ext. 1009) and Ext. 1010.
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Transfer operation is
completed.
Now, Ext. 1010 and Ext.
1011 are conversing.
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5.4 Paging
5.4 Paging
Click the "Paging" button from function key window.
Select the group number you wish to access.
Then, click "OK".
Members of the selected group number hear
your voice from the speaker until you hang up.
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6.1 Group Call Monitor
6 CA Supervisor Features
By logging in to CA Supervisor mode, you can monitor the status of specific extension groups (ICD groups)
and perform other supervisory features.
Other notable features include listening in on telephone conversations, and taking over calls.
An additional license is required in order to log-in to this mode.
6.1 Group Call Monitor
You can monitor the status of a target group’s members with Group Call Monitor feature.
"Current Waiting Call"
indicates the number of
calls currently waiting to
be answered in the
selected group.
"Longest Waiting Time"
indicates the longest
waiting time among all
incoming calls in the
selected group.
"Current Member
Status" indicates the
number of extensions
currently in the state of
wrap up, on the phone,
ringing, or idle, in the
selected group.
Select the group you wish to monitor.
It is possible to reset the call
counter and change other option
settings by clicking this button.
Members of the
selected ICD group are
displayed in the
contact list field.
These figures, such as "Total Incoming Call"
indicate the statistics of the selected group.
To update these values, click the "Get Latest
Report" button.
It is possible to reset the call counters by
selecting "Clear Report" from the "Utility" button
above.
When you view the presence of
busy ICD group members,
information about their call and the
party they are talking to is also
displayed.
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6.2 Take over
6.2 Take over
A user logged into CA Client in Supervisor mode can take over the telephone conversation of any extension
number listed in supervised ICD groups.
The CA main window can be
switched between extended
display and compact display
by clicking this button.
Right-clicking the extension
name displays the same
list of available (active) features
which the supervisor (Ext. 1009)
can perform on Ext. 1010.
The supervisor (Ext. 1009)
monitors the status of both
Ext. 1010 and 1011.
Ext. 1010 is having
a conversation with Ext. 1011.
The features available for Ext.
1009 to perform on Ext. 1010
are active.
Select.
Click.
The supervisor (Ext. 1009) takes over
the call from Ext. 1010.
Ext. 1009 and Ext. 1011 are now
having a conversation.
Ext. 1010 is forced to hang up.
A list of active features
which the supervisor at
Ext. 1009 can perform
on Ext. 1011.
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6.3 Busy Override
6.3 Busy Override
A user logged into CA Client in Supervisor mode can override the call of any extension number listed in its ICD
group members.
To use this feature, your extension must have "Executive Busy Override" enabled in its Class of Service (COS)
settings.
Features which the
supervisor (Ext. 1009) can
perform on Ext. 1010.
The supervisor monitors
both Ext. 1010 and
1011.
Ext 1010 is on a call with
Ext. 1011.
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Click
The supervisor (Ext. 1009) can
talk to both Ext. 1010 and 1011.
(Current status: Conference call
among Ext. 1009, 1010, and
1011)
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6.4 Listen-in
6.4 Listen-in
A user logged into CA Client in Supervisor mode can listen in to the conversation of any extension number
listed in its ICD group members.
To use this feature, your extension must have "Call Monitor" enabled in its Class of Service (COS) settings.
Supervisor Ext. 1009 is listening
in on the conversation between
Ext. 1010 and 1011.
Neither Ext. 1010 nor 1011 can
talk to the supervisor.
The Supervisor monitors
both Ext. 1010 and 1011.
Ext. 1010 is on a call with
Ext. 1011.
Features which the
supervisor (Ext. 1009)
can perform on
Ext. 1010.
Click.
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7.1 Function Key
7 Other Features
7.1 Function Key
You can set a function key window to display at the top of your PC Desktop.
Select "Go To"
"Function Key"
You can access various PBX
features by clicking them.
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You can customize the list of
buttons.
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7.2 ICD Group Agent Feature
7.2 ICD Group Agent Feature
You can control the current status of the ICD group you belong to.
You can control Wrap Up status.
You can control login and
logout status.
Click "Incoming Group:",
and then select "More".
Note
Depending on your extension’s PBX settings, this feature may not be available. Contact your administrator
about using this feature.
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7.3 Organizing Contacts with "My List"
7.3 Organizing Contacts with "My List"
The contact list has tabs that
contain the contacts of each
connected PBX, and usercustomizable My List tabs.
Add a new
My List tab.
Edit the name of
an existing My List
tab.
To add a contact to a
tab, drag a contact to a
tab, or right-click a
contact and select a tab.
Note
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•
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CA Server is required to use the My List feature.
A maximum of 5 different My List tabs can be created, with up to 128 contacts per tab.
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7.3 Organizing Contacts with "My List"
Searching contact lists
Incremental search of the selected tab
(matching results are displayed as you type).
Search all contacts
across multiple tabs
and on LDAP servers.
You can drag contacts
from the search results
to a My List tab to add
them to that tab.
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Click to call or e-mail the
selected contact, or to
add it to a My List tab.
Right-click to call or e-mail
the contact, or to add it to
a My List tab.
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7.4 Contact List Group
7.4 Contact List Group
You can display lists of contacts in groups. You can add or edit contact groups.
Contacts which
belong only to the
selected group will be
displayed, such as
the business and
private categories.
Add a new contact
list group.
Edit an existing
contact list group.
It is possible to add new
and edit existing contact
groups with the customize
feature.
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7.5 Voice Mail Assistant (VMA)
7.5 Voice Mail Assistant (VMA)
You can listen to and manage voice mail messages using a graphical user interface.
3) Enter your mailbox
information.
Ask your administrator
which mailbox you can
use.
1) Click the icon.
2) Select "Call Voice Mail".
4) Click "Login".
5) The Voice Mail Assistant
window is displayed.
You can control
playback of the selected
message.
You can call back.
You can delete the selected
message.
You can send an e-mail.
The message is attached
automatically as an audio file.
You can hear the selected
message by double-clicking it.
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7.6 Options
7.6 Options
You can customize detailed options from the Options screen.
Select "Go To"
"Option".
Select the option
category which you
wish to change.
Change settings
as necessary.
Click "OK" when
finished.
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8.1 Making a Call from CA Outlook Toolbar
8 Microsoft Outlook Integration
8.1 Making a Call from CA Outlook Toolbar
You can make calls directly from Microsoft Office Outlook 2003/2007/2010 using the CA Outlook Toolbar.
The CA Outlook Toolbar is displayed.
Enter a phone number and press
the Enter key to make a call.
Answer a call.
Hang up the call.
You can also make a call from a toolbar in your contacts.
Select, then make a call.
Double-click
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8.2 Popup Outlook Contact Window for Incoming Call
8.2 Popup Outlook Contact Window for Incoming
Call
You can have an Outlook contact window popup when a call is incoming. To enable this feature, the following
setup procedure is required:
Choose one of the following:
"Enable (with new contact window popup)":
A new contact input window will pop up if a
caller not in your contact list calls you.
"Enable (without new contact window popup)":
A new contact input window will not pop up if a
caller not in your contact list calls you.
If selected, when a call is incoming, the Outlook contact information of that caller will appear.
Caller's Contact window
will be displayed.
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9 Additional Information
CA Client Mode Feature Comparison
CA Client has 4 operating modes: Basic-Express, Pro, Operator Console, and Supervisor. The following table
summarizes the features available for each mode.
Feature
Basic-Ex
press
Pro
Operator
Console
Supervisor
View other extensions’ presence from main menu
No
Yes
Yes
Yes
Maximum number of contacts
10
1000
1000
1000
10 calls
1000 calls
1000 calls
1000 calls
ICD group login/logout
No
Yes
Yes
Yes
Listen-in/Busy override/Take over
No
No
Yes
Yes
ICD group supervisor
No
No
No
Yes
Conference Interface
No
Yes
Yes
Yes
Network Features
No
Yes
Yes
Yes
Maximum history length
Conditions
Refer to the following information for conditions and restrictions when using the various features of CA Client.
• The following table shows which kinds of telephones can be used with CA Client:
Telephone Type
Use with CA Client
Digital Proprietary Telephone (DPT)
ü
Analog Proprietary Telephone (APT)
ü
IP Proprietary Telephone (IP-PT)
ü
IP Softphone
ü
Portable Station (PS)
ü
Single Line Telephone (SLT)
ü
SIP Extension
•
•
•
If you log in to CA Client using an SLT extension, you cannot use the answer call, hold retrieve, busy
override, listen in, TRS change, or call waiting functions in CA Client.
The following call functions are not be available when CA Client is used with a PS:
– Answering incoming calls using the CA Client interface
– Listen In (CA Supervisor, CA Operator Console)
– Busy Override (CA Supervisor, CA Operator Console)
– Take Over (CA Supervisor, CA Operator Console)
When callback ringing is used with the following features, the call must be manually answered using the
PS:
– Make call
– Message Waiting callback
– Account Code Entry
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51
– Call Pickup
– Leave Message Waiting
– Open door
•
•
•
•
•
•
•
•
•
52
The following are not supported in CA Client:
– Call handling with a PS in Wireless XDP Parallel mode
– Calls using the PDN/SDN button
When logging in to CA Client, if you enter the wrong password for a given extension number a
pre-programmed number of times, the CA Client password will be locked.
To clear the password lock:
• For PBXs without CA Server, the extension PIN lock needs to be cleared. Clear the extension’s PIN
lock using PT Manager programming. When the PIN lock is cleared, the CA Client password and CA
password lock are also cleared.
• For PBXs with CA Server, the password lock must be cleared by using CA Web Manager. For details,
see the CA Client/CA Server Installation Manual.
The VM menu feature for a display PT should be disabled in the Class of Service (COS) settings on the
Voice Processing System (VPS). If it is not disabled, you cannot record a VM greeting message in CA
Client.
If the PBX settings are changed, you must restart CA Client in order for the changes to be reflected in CA
Client.
CRM Integration
This feature may not work with some CRM software depending on the software’s specifications.
CA Client does not support calling restrictions between PBX tenants. The presence for other tenant's
extensions are displayed in CA Client.
If CA Server is installed, and settings are changed using CA Web Manager, you must restart CA Client in
order for the changes to be reflected in CA Client.
Calls that you make or receive from your extension when you are not logged in to CA Client are not recorded
in the call history.
Conference Features
During a conference, a maximum of 8 participants (including the originator) can have the ability to speak
at one time. To allow other members to speak, one of the participants that already has the ability to speak
must first be muted using the conference interface.
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10 System Requirements
PC Specifications
When CA Client is connected to your PBX directly, the number of contacts that can be displayed in the contact
list depends on your computer’s specifications. When CA Server is used, the number of contacts, including
contacts of other networked PBXs, is not limited by your PC’s specifications.
Number of Contacts in Contact List
CPU
Memory
1.0 GHz Intel® Pentium®/Celeron® processor or
comparable CPU
Direct PBX
Connection
CA Server
Connection
512 MB
32
1000
2.0 GHz Intel Pentium/Celeron processor or
comparable CPU
1 GB
128
1000
2.6 GHz Intel Pentium/Celeron processor or
comparable CPU
1 GB
256
1000
2.6 GHz Intel Core™2 Duo processor or
comparable CPU
1 GB
1000
1000
Note
The above specifications are approximations and may vary according to your computer’s status, network
conditions, other programs running, etc.
Other specifications are as follows:
Minimum
Recommended
OS
Microsoft Windows® XP Professional
Service Pack 2 or later
Windows Vista® Business
Windows 7 Professional
Microsoft Windows XP Professional
Service Pack 2 or later
Windows Vista Business
Windows 7 Professional
Hard Disk
1.5 GB available space
2.0 GB available space
Video Resolution
1024 ´ 768
1280 ´ 1024
Interface
10/100Base-T
100Base-T
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53
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